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How to Pay for Long-Term Care: 8 Strategies
April 9, 2025By Tammy Ward and Ed Friderici For most, it is difficult to think about the...
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How to Build a Retirement Health Care Budget
April 9, 2025By Elaine Floyd, CFP ® The most accurate and reliable way to determine your spending...
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Health Care Checklist for Finding the Best Coverage
April 2, 2025By Ellen Breslow Medicare and health insurance open enrollment starts on October 15th. To help...
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Understanding the Local Impact of Financial Planning
April 2, 2025Financial planning is not just about numbers on a spreadsheet—it’s about the communities we live...
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Putting a Loving Plan Together for Your Parents
March 19, 2025As our parents age, ensuring they have a solid financial plan in place becomes a...
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Understanding the financial implications of selling your home to move into assisted living
March 18, 2025For many seniors, selling a home to move into assisted living is a significant step—not...
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Planning So Your Loved Ones Don’t Have To
March 5, 2025One of the greatest gifts you can give your family is a well-prepared financial plan...
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FINANCIAL FOCUS: Avoid becoming ‘burden’ on grown children
March 4, 2025Here’s an interesting statistic: Some 72% of retirees say one of their biggest fears is...
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Understanding long term care from a financial perspective
December 11, 2024Developing a long-term care (LTC) financial plan is essential for ensuring that your loved ones...
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Long Term Care Financial Planning
December 11, 2024Planning for long-term care (LTC) is a critical component of any comprehensive financial plan, yet...
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